Brief: Baker Hughes Expects Latam Activity To Remain Constructive, Led By Brazil And Mexico

Baker Hughes

27/07/2026 15:24

July 27 (Reuters) - Baker Hughes Co BKR.O:
BAKER HUGHES SAYS ENERGY SECURITY SUPPORTING SUSTAINED INVESTMENT ACROSS UPSTREAM, INFRASTRUCTURE MARKETS - CONF CALL
BAKER HUGHES EXPECTS GLOBAL UPSTREAM SPENDING TO DECLINE MODESTLY YOY IN 2026 - CONF CALL
BAKER HUGHES SAYS LARGEST HYPERSCALERS' CAPEX EXPECTED TO DOUBLE FROM ABOUT $370 BILLION IN 2025 TO NEARLY $750 BILLION BY 2028- CONF CALL
BAKER HUGHES SEES ABOUT $100 BILLION POWER SYSTEMS ADDRESSABLE MARKET OPPORTUNITY BY 2030 - CONF CALL
BAKER HUGHES SAYS LATAM, OFFSHORE AFRICA AND NORTH AMERICA LAND GROWTH OFFSET BY WEAKER SPENDING IN EUROPE, MIDEAST - CONF CALL
BAKER HUGHES SEES 1-2% Q3 IET REVENUE HEADWIND FROM MIDEAST CONFLICT - CONF CALL
BAKER HUGHES EXPECTS HIGHER LOGISTICS, INFLATIONARY PRESSURES AT REGIONAL FACILITIES FROM MIDEAST CONFLICT - CONF CALL
BAKER HUGHES EXPECTS BROADLY STABLE MIDEAST ACTIVITY, MODEST Q3 GROWTH ACROSS MOST OTHER MARKETS - CONF CALL
BAKER HUGHES EXPECTS IRAN CONFLICT IMPACT ON SOME PROJECTS, SUPPLY CHAINS TO BE OFFSET BY STRENGTH ELSEWHERE - CONF CALL
BAKER HUGHES EXPECTS SEASONAL RECOVERY IN NORTH AMERICA LAND ACTIVITY IN Q3 - CONF CALL
BAKER HUGHES EXPECTS LATAM ACTIVITY TO REMAIN CONSTRUCTIVE, LED BY BRAZIL AND MEXICO - CONF CALL

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